Mail Automation

StudioX enables you to automate tasks you perform with emails from the Outlook desktop application, Gmail, and Outlook 365.

After you add the account to automate as a resource to the automation using a Use Outlook 365, Use Gmail, or Use Desktop Outlook App activity, add the activities that use data from the account inside the resource activity. When configuring the child activities, you can select specific email data directly from the Plus menu in StudioX: Outlook folders, Gmail labels, the email selected in the Outlook desktop app when the project is executed, or message fields such as Subject, Body, Body as HTML, Bcc, Cc, To, From, Date (as text), and Priority.

Note:

• Before you can create automations with Outlook 365, an administrator must configure the Azure AD for Outlook 365 automation.
• Adding accounts from the Use Gmail and Use Outlook 365 activities requires application credentials to connect to Google and Microsoft respectively. If an administrator adds the credentials in Orchestrator, you are not required to manually add them in the activities.

If you want to repeat one or more activities for multiple messages, add a For Each Email activity, and then add the activities to repeat inside it to process the emails one by one. This enables you to iterate through the emails in a desktop or web Outlook folder, Gmail label, or through the emails selected in the Outlook desktop app when the project is executed.

Note:

• If the Outlook desktop app displays warning messages and prompts you to allow access to the program when you are working with Outlook activities, follow the instructions in Outlook Troubleshooting to prevent the messages from being displayed.
• StudioX and the Outlook desktop app must run with the same privileges (either run both as administrator or run both not as administrator).

To learn how to work with mail automation, see the following tutorials:

• Tutorial: Iterating through Outlook Mails and Saving Attachments
• Tutorial: Saving, Renaming, and Moving Attachments
• Tutorial: Extracting Data from Automated Emails and Moving It to a Desktop Application
• Tutorial: Working with Files and Folders

The following mail activities are available in StudioX:

• Use Exchange 365 Account
• Use Gmail Account
• Use Desktop Outlook App
• Archive Email
• Delete Email
• For Each Email
• Forward Email
• Mark Email as Read/Unread
• Move Email
• Reply to Email
• Save Email
• Save Email Attachments
• Send Calendar Invite
• Send Email